Elm Partners Management’s Vanguard Information Technology ETF VGT Stock Holding History

Elm Partners Management’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55M	Buy	63,210 +12,322	+24%	+$1.35M	0.27%	31
2026 Q1	$532K	Buy	50,888 +9,528	+23%	+$877K	0.02%	92
2025 Q4	$3.9M	Buy	41,360 +3,600	+10%	+$342K	0.18%	40
2025 Q3	$3.52M	Buy	37,760 +2,280	+6%	+$199K	0.18%	38
2025 Q2	$2.94M	Buy	35,480 +16,728	+89%	+$1.22M	0.17%	33
2025 Q1	$1.27M	Buy	18,752 +2,824	+18%	+$213K	0.08%	36
2024 Q4	$1.24M	Sell	15,928 -16	-0.1%	-$1.23K	0.08%	37
2024 Q3	$1.17M	Buy	15,944 +2,960	+23%	+$210K	0.08%	34
2024 Q2	$936K	Buy	12,984 +8,080	+165%	+$537K	0.07%	42
2024 Q1	$321K	Hold	4,904	–	–	0.03%	53
2023 Q4	$297K	Buy	+4,904	New	+$273K	0.03%	48
2022 Q2	–	Sell	-1,896	Closed	-$99K	–	45
2022 Q1	$99K	Buy	+1,896	New	+$97.3K	0.01%	36

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Elm Partners Management's VGT Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Information Technology ETF (VGT) stake by 24% in Q2 2026, buying an estimated $1.35M and bringing the position to 63,210 shares worth $7.55M. The position accounts for 0.27% of the portfolio, ranked #31.

Elm Partners Management first reported a position in VGT in Q1 2022 and has held it in 12 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Elm Partners Management held 63,210 shares of Vanguard Information Technology ETF worth $7.55M as of Q2 2026.
Elm Partners Management bought 12,322 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Information Technology ETF made up 0.27% of Elm Partners Management's portfolio in Q2 2026, its #31 holding.
Elm Partners Management first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 12 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.